See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,325 | $51,197-31.0% | $82,719-57.3% | $66,914-47.2% |
| Participation rate | 66.8% | 67.8%-1.0pp | 72.6%-5.7pp | 69.8%-3.0pp |
| Annual return | -16.80% | -9.64%-7.2pp | 701.18%-718.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,062 | $2,611-21.0% | $3,009-31.5% | $2,544-19.0% |
| Participant deferral / active EE | $1,562 | $3,458-54.8% | $4,395-64.5% | $4,237-63.1% |
| Admin fee / account holder | $6 | $416-98.6% | $5,329-99.9% | $593-99.1% |